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Investment Strategist Jobs (NOW HIRING)

ImpactAssets

Investment Strategist

$124K - $160K/yr

Investment Strategist Department: ImpactAssets Capital Partners Employment Type: Full Time Location: Remote Reporting To: Managing Director, Investment Strategy Description ABOUT IMPACTASSETS CAPITAL ...

SageSpring Wealth Partners

Investment Strategist

Franklin, TN · On-site

$117K - $151K/yr

The Investment Strategist serves as a product and investment expert across the firm, supporting advisor teams. This role collaborates closely with partners such as the Dynasty Investment Team and ...

Nb

Investment Strategist

New York, NY · On-site

$165K - $185K/yr

The Vice President, Investment Strategist is a key contributor supporting senior strategists and the broader Private Wealth organization through rigorous analysis, portfolio insights, and client ...

Neuberger Berman

Investment Strategist

New York, NY

$165K - $185K/yr

The Vice President, Investment Strategist is a key contributor supporting senior strategists and the broader Private Wealth organization through rigorous analysis, portfolio insights, and client ...

TCWGlobal

Marketing Investment Strategist

Culver City, CA · On-site

$65/hr

Marketing Investment Strategist (Contract) Payrate: $65/hour Duration: 12-month assignment Location: Culver City, CA (Hybrid) Summary: Great marketing starts with deep customer understanding ...

Posted today

BOK Financial

Investment Strategist- PW

Denver, CO · On-site

$160K - $180K/yr

The Investment Strategist manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee. Consults with Wealth ...

Aksia

Alternative Investment Strategist

$180K - $275K/yr

Position Overview Aksia is seeking a dynamic and highly motivated professional to join our team as an Alternative Investment Strategist. This role is primarily focused on conducting primary research ...

BOK Financial

Investment Strategist- PW

Denver, CO · On-site

$160K - $180K/yr

The Investment Strategist manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee. Consults with Wealth ...

BOK Financial

Investment Strategist- PW

Denver, CO · On-site

$160K - $180K/yr

The Investment Strategist manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee. Consults with Wealth ...

Equi

Investment Strategist / Investment Director

Denver, CO · On-site +1

$130K - $200K/yr

About the Role We are seeking an Investment Strategist / Investment Director with roughly 8-12 years of relevant experience to own a hybrid mandate spanning both firms, weighted approximately 60 ...

Vise

Senior Investment Strategist

New York, NY · On-site

As a Senior Investment Strategist, you will play a key role in shaping our investment research, portfolio design, and platform capabilities. Reporting directly to the Co-CIO and working closely with ...

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Investment Strategist information

See salary details

$45K

$139.9K

$177.5K

How much do investment strategist jobs pay per year?

As of Aug 7, 2026, the average yearly pay for investment strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an investment strategist?

To thrive as an Investment Strategist, you need strong analytical skills, in-depth knowledge of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with financial modeling tools, portfolio management software, and certifications such as CFA or FRM are common technical requirements. Excellent communication, critical thinking, and decision-making abilities help distinguish top performers in this role. These skills are crucial for developing sound investment strategies that meet client objectives and adapt to dynamic market conditions.

How does an investment strategist typically collaborate with portfolio managers and analysts within an investment firm?

An Investment Strategist works closely with portfolio managers and analysts to develop, refine, and communicate investment strategies that align with client objectives and market conditions. Regular collaboration includes participating in meetings to discuss market trends, reviewing research and data provided by analysts, and advising portfolio managers on asset allocation and risk management. This teamwork ensures that investment recommendations are well-informed and that strategies remain responsive to changing economic environments. Effective communication and the ability to synthesize complex information are essential for success in these collaborative settings.

What is the difference between Investment Strategist vs Financial Analyst?

AspectInvestment StrategistFinancial Analyst
Required CredentialsCFP, CFA, Series 7/63CFA, Series 7/63, sometimes CPA
Work EnvironmentAsset management firms, hedge funds, institutional investorsCorporations, banks, investment firms, consulting
Employer & Industry UsageFocus on developing investment strategies and portfolio managementFocus on analyzing financial data to support investment decisions

Investment Strategists primarily develop and implement investment strategies for portfolios, often working with institutional clients. Financial Analysts analyze financial data, prepare reports, and support investment decisions. While both roles require financial certifications and work in related environments, Investment Strategists focus on strategy creation, whereas Financial Analysts focus on data analysis and reporting.

More about Investment Strategist jobs
What cities are hiring for Investment Strategist jobs? Cities with the most Investment Strategist job openings:
What are the most commonly searched types of Investment Strategist jobs? The most popular types of Investment Strategist jobs are:
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Investment Strategist jobs near you
Infographic showing various Investment Strategist job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.

Investment Strategist

ImpactAssets

Remote

$124K - $160K/yr

Full-time

Retirement

Posted 18 days ago

Job description

Investment Strategist
Department: ImpactAssets Capital Partners
Employment Type: Full Time
Location: Remote
Reporting To: Managing Director, Investment Strategy
Description
ABOUT IMPACTASSETS CAPITAL PARTNERS
ImpactAssets Capital Partners is a SEC registered investment adviser that is owned by ImpactAssets Inc., a $5B nonprofit impact investing leader founded in 2010. Over the years, ImpactAssets has built an extensive impact investment platform, having invested in 1500+ private companies and impact funds addressing the world's greatest challenges. ImpactAssets Capital Partners was created in 2022 to bring the ImpactAssets platform and customized investment services to institutional investors.
ImpactAssets Capital Partners provides institutional clients with investment advice for public and private investments, such as venture capital, private equity and private debt, which are the most complex and expensive areas of investing for an organization to manage on their own. We offer strategy, sourcing, due diligence and investment advice to the stewards of large impact investment portfolios.
ImpactAssets and ImpactAssets Capital Partners together are catalyzing investment capital into mission-driven business models solving the worlds' biggest challenges. The result? A fast growing, dynamic organization with an activated community of more than 1,800 clients. This level of growth, vision and commitment equals great opportunities to grow a career at ImpactAssets Capital Partners. We are seeking a wide range of colleagues that share our urgency and audacity for driving outsized capital to impact investing. If you dream big, have a track record for solving problems and know how to 'get stuff done', this is the place for you!
The Opportunity
The Investment Strategist is responsible for leading client engagement for key clients throughout the arc of the relationship, from closing prospects to quarterbacking the ongoing client touchpoints. The Investment Strategist will bring public and private market fluency and expertise to contextualize investment performance, translate market dynamics, and guide sophisticated clients toward greater activation of their impact investing goals. This is not a research or due diligence role. It is a client-facing strategist role requiring the judgment and expertise to build investment portfolios and deliver services that are right for each client.
The position is full time and reports to the Managing Director, Investment Strategy. Our team offers a flexible work environment, operating primarily in a remote environment, but coming together periodically throughout the year for in person meetings and offsites, so travel 2-3x per year is required. This is a US-based role, time zone requirements are flexible across US mainland time zones.
Key Responsibilities
Client Engagement, Investment Strategy and Portfolio Construction
  • Serve as a primary day‑to‑day contact for an assigned group of clients (family offices, foundations, and corporates), ensuring timely responses, clear next steps, and consistently high service standards.
  • Work with the MD of Investment Strategy, DCIO and the broader Investments Team to design appropriate impact and investment strategies for Custom Portfolio clients, typically foundations, large family offices and corporations.
  • Work with Custom Portfolio clients to articulate portfolio goals and objectives, design an impact investing strategy, coordinate the portfolio implementation work, and design/implement bespoke impact and investment reporting.
  • Partner with clients to draft and finalize their Investment Policy Statement (IPS), translating client goals, constraints, and impact priorities into clear investment guidelines and mandate language.
  • Build and lead the engagement plan that operationalizes the IPS - sequencing implementation milestones, reporting cadence, and touchpoints needed to deliver on the mandate over time.
  • Partner with MD of Investment Strategy and DCIO to ensure investments proposed to client are an appropriate fit based on stated objectives and parameters.
  • Quarterback preparation for each of the bespoke periodic meetings, ensuring a high level of professionalism and client service excellence.
  • Lead client meetings, calling on teammates to bring in a deep level of knowledge when needed on specific investments, impact areas, investment types.
  • Maintain accurate CRM records (profiles, meeting notes, tasks, next actions) and support team‑level reporting.
  • Oversee the development of any custom reporting requested by the client and work with the reporting team to ensure any non-standard reporting meets our quality standards and client expectations.
  • Identify process and service improvements that enhance client onboarding efficiency, client communications, and internal handoffs.

Prospective Client Engagement
  • Partner with the Business Development team during the final stages of the prospect journey, contribute to the closing process as prospective clients move toward a decision.
  • Cultivate strategic relationships with key prospects and ensure a seamless transition from BD-led outreach.
  • Contribute to the continual refinement of the client engagement process, particularly around the BD-to-Strategist hand-off, helping to define and improve how the firm moves prospects efficiently and effectively toward close.
  • Support BD in leading prospects through the final stages of due diligence on IA Capital, ensuring meetings occur on a regular cadence, that follow-up items are addressed by the right team members, and that the data room is responsive to client questions and concerns.
  • Support client onboarding from signed engagement through full activation (documentation collection, digital tools access, and portfolio/account setup) in close partnership with teammates and BD colleagues.

Skills, Knowledge and Expertise
Required Education and Experience
  • 10+ years of relevant experience in impact investing, wealth management, investment management, portfolio management, or consulting
  • At least 4-5 years in a direct investment role (e.g., analyst, associate, portfolio manager, or underwriter) evaluating and/or managing private markets or impact investments
  • Demonstrated experience in portfolio construction, asset allocation, and manager/fund due diligence; ability to independently assess fund manager track records, investment theses, and risk/return profiles
  • Demonstrated success managing sophisticated stakeholder relationships coordinating multi‑party deliverables and driving follow‑through
  • MBA or similar advanced degree in finance, business, accounting, economics, or related field preferred
  • CFA, CAIA, or equivalent investment credential a plus

Knowledge and Skills
  • Working knowledge across multiple asset classes (public markets, private equity, private credit, real assets) preferred
  • Strong financial modeling and quantitative analysis skills, including comfort evaluating IRR, MOIC, cash flow projections, and other private markets performance metrics
  • Familiarity with impact measurement frameworks (e.g., IRIS+, SDGs, or similar) and ability to translate impact goals into measurable investment criteria
  • Exceptional attention to detail; reliably coordinates meetings, agendas, materials, and follow‑ups across multiple concurrent client workstreams
  • Excellent written and verbal communication skills
  • Expert knowledge of Microsoft Word, Excel and PowerPoint. Proficiency with cloud-based collaboration tools Box and Asana preferred
  • Flexibility and willingness to do what it takes in a team environment
  • Ability to work independently, multi-task and prioritize competing demand

Benefits and Other Details
  • Unique benefits, including virtual work stipend and contribution to employee's own Donor Advised Fund
  • Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan
  • Compensation ranges from $160,000 to $215,000 and is highly dependent on experience and location
  • Comprehensive benefits package including full health and wellness coverage, paid parental and family leaves
  • Opportunity for career development in a fast-paced, progressive organization

ImpactAssets Capital Partners is an SEC-registered investment adviser, which brings with it regulatory requirements for all of our associates. We are 'investment revolutionaries' who believe that intentional capital makes the biggest impact on people and planet.
ImpactAssets Capital Partners is also an Equal Opportunity Employer. We know our organization is at its best when we include, celebrate, and embrace difference. We strive to be a diverse workforce that is representative of our mission, and where all can thrive and belong. We are committed to building a team that includes and respects a variety of voices, identities, backgrounds, experiences and perspectives.

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